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NEAIX vs WCMNX
NEAIX vs WCMNX Comparison
Open Charts NEAIX vs WCMNX
Needham Aggressive Growth Institutional
Price$57.55
Change-$3.53 (-5.78%)
VolumeN/A
Net Assets1.16B
WCM Small Cap Growth Investor
Price$13.05
Change-$0.44 (-3.26%)
VolumeN/A
Net Assets41.88M
NEAIX vs WCMNX Comparison Chart in %
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NEAIX vs. WCMNX commentary
Nov 14, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NEAIX is a Hold and WCMNX is a Buy.
FUNDAMENTALS
Fundamentals
NEAIX has more cash in the bank: 1.16B vs. WCMNX (41.9M). NEAIX (0.00) and WCMNX (0.00) have matching dividends . NEAIX was incepted earlier than WCMNX: NEAIX (9 years) vs WCMNX (6 years). WCMNX (2.04) is less costly to investors than NEAIX (1.48). WCMNX is a more actively managed with annual turnover of: 83.00 vs. NEAIX (7.00). WCMNX has a lower initial minimum investment than NEAIX: WCMNX (1000) vs NEAIX (100000). NEAIX annual gain was more profitable for investors over the last year : 23.79 vs. WCMNX (-3.16). NEAIX return over 5 years is better than : 110.33 vs. WCMNX (3.45).
| NEAIX | WCMNX | NEAIX / WCMNX | |
| Total Expense Ratio | 1.20 | 1.24 | 97% |
| Annual Report Gross Expense Ratio | 1.48 | 2.04 | 73% |
| Fund Existence | 9 years | 6 years | - |
| Gain YTD | 25.061 | 6.304 | 398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 1000 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 41.9M | 2,761% |
| Annual Yield % from dividends | 0.00 | 0.00 | - |
| Returns for 1 year | 23.79 | -3.16 | -753% |
| Returns for 3 years | 90.10 | 22.08 | 408% |
| Returns for 5 years | 110.33 | 3.45 | 3,197% |
| Returns for 10 years | N/A | N/A | - |
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